Bradley William Werner
Investment adviser representative at Summit Financial, LLC
23 yearsExperience
2 statesRegistered in
$26.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Private Client ServicesDec 2023 to now
- Summit Financial, LLCDec 2023 to now
- Securities America AdvisorsOct 2017 to Dec 2023
- Securities America, Inc.Oct 2017 to Dec 2023
- National Planning CorporationSep 2003 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, IN).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2329211
- Firm CRD
- 299322